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2023-03-08 Data Import Subgroup meeting

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Recordings are posted Here (2022+) and Here (pre-2022)                   Slack channel for Q&A, discussion between meetings

Requirements details Here                                                                    Additional discussion topics in Subgroup parking lot


Attendees: Ann-Marie Breaux (Deactivated) Jennifer Eustis  Monica Arnold Lynne Fors Kayla Valdivieso 

Current development (Orchid)

Agenda: 

    • Bugfest
      • Any feedback so far?
    • Orders UAT
      • Took care of some questions and issues raised in the Slack channel, e.g. https://folio-project.slack.com/archives/CA39M62BZ/p1678129160676939  
      • Backend bug related to PO prefixes and suffixes permissions
      • Additional feedback?
      • Some UI changes underway, based on recent discussions; will be included in Orchid release
      • Will consolidate the feedback next week and discuss with subgroup; so far, no showstoppers
    • Review/confirm mockup for revised log for multiple holdings/items
      • See slide deck - just the log JSON for today
      • Is there a non-edge use case for trying to create/update multiple holdings with the same perm loc from the same MARC Bib?

Upcoming meetings/agenda topics:

  • 15 March
    • Review of ISRI multiple profile UAT, Orders UAT, Bugfest
    • Review the final requirements for multi holdings/items
    • Review work from log subgroup and proposed updates in Poppy
  • 22 March
    • Discuss Poppy scope
    • Discuss/review mockups for MARC updates refinements
  • Misc
    • POL/VRN matching
      • For invoices, we only consider open POs
      • For Instance, Holdings, Items, we currently (Orchid and before) only consider open POs. Should we change the Inventory matching logic to allow matching on closed POs as well?
    • Deleting outdated versions of SRS records
      • Can we define a cutoff date? 90 days ago? 1 year ago?
        • Different for records that are used during import and then not consulted again? (e.g. EDIFACT invoices, MARC bibs that only create/update orders, holdings, items)
      • Effects on the import log
    • OCLC number cleanup
      • Confirm 035 structure, aim for it to be consistent across all FOLIO tenants
    • Downloading log info
      • Lots of interest, especially for errors
      • Including identifiers for everything
      • What would UI look like?
      • What would output look like? 
    • Variation between PTF and production library performance results - why?
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